AE Wealth Management LLC
Top Portfolio Positions
864 positions ·
$8,662,524,957 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,604,413 | $628,609,601 | 7.26% |
| AAPL |
Apple Inc.
Technology
|
2,418,374 | $613,759,102 | 7.09% |
| MSFT |
Microsoft Corp
Technology
|
1,284,331 | $475,420,766 | 5.49% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,596,626 | $332,529,266 | 3.84% |
| GOOGL |
Alphabet Inc.
Communication Services
|
874,394 | $251,440,701 | 2.90% |
| AVGO |
Broadcom Inc.
Technology
|
724,608 | $224,273,388 | 2.59% |
| META |
Meta Platforms, Inc.
Communication Services
|
359,570 | $205,720,747 | 2.37% |
| XOM |
Exxon Mobil Corp
Energy
|
1,002,282 | $170,047,128 | 1.96% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
463,812 | $136,434,898 | 1.58% |
| JNJ |
Johnson & Johnson
Healthcare
|
547,306 | $133,783,443 | 1.54% |
Portfolio Trend
Holdings in PHK
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $138,761 | 29,970 | Shares | Sole | 2026-05-13 | |
| 2022-09-30 | $61,617 | 13,251 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $70,911 | 13,716 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $84,850 | 14,680 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $136,954 | 22,269 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $142,907 | 22,756 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $156,335 | 22,856 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $153,146 | 22,722 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $84,566 | 13,978 | Shares | Sole | 2021-02-01 | |
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